actual - New Portfolio

Performance Portfolio Details

fake

actual

Individual Investor

Ranked #49,937 out of 859,217 TipRanks' Investors

Success Rate

135 out of 196
profitable transactions

Average Return

48.26%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

11.52% PM

9.75% AVGO

8.26% MO

8.21% ABBV

6.38% BRK.B

55.88% Others

By Assets

95.87% Stocks

4.13% Funds

0.00% ETFs

0.00% Cryptocurrency

0.00% Cash

0.00% Options

0.00% Other

By Sector

24.63% Consumer Defensive

21.30% Financial

13.95% Technology

11.73% Healthcare

10.67% Utilities

5.04% Energy

12.68% Other

Portfolio Holdings

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To view investors' portfolios

BMY

$57.89

-0.33%

7 Buy

12 Hold

1 Sell

Moderate Buy

premium

▲ 1.4%

DUK

$127.98

-1.39%

7 Buy

7 Hold

0 Sell

Moderate Buy

premium

▲ 52.18%

NVDA

$198.87

+1.2%

41 Buy

1 Hold

1 Sell

Strong Buy

premium

▲ 78.01%

UNH

$314.05

-0.04%

18 Buy

5 Hold

0 Sell

Strong Buy

premium

▲ 21.32%

$157.19

-1.43%

8 Buy

3 Hold

0 Sell

Moderate Buy

premium

▲ 102.1%

$94.64

-1.38%

5 Buy

10 Hold

1 Sell

Hold

premium

▲ 95.42%

MCD

$306.26

+1%

15 Buy

10 Hold

0 Sell

Moderate Buy

premium

▲ 218.92%

WEC

$114.85

-1.42%

6 Buy

7 Hold

1 Sell

Moderate Buy

premium

▲ 121.85%

APD

$295.21

-0.48%

9 Buy

5 Hold

0 Sell

Moderate Buy

premium

▲ 20.83%

HSY

$191.89

-2.93%

4 Buy

15 Hold

0 Sell

Hold

premium

▲ 96.87%

PEP

$154.85

-0.56%

7 Buy

8 Hold

0 Sell

Moderate Buy

premium

▲ 55.83%

ABBV

$208.42

-0.05%

14 Buy

7 Hold

0 Sell

Moderate Buy

premium

▲ 89.11%

FDUS

$18.73

+1.57%

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

▼ 10.17%

HTGC

$15.68

+2.62%

4 Buy

2 Hold

0 Sell

Moderate Buy

premium

▼ 5.43%

$64.42

-1.83%

3 Buy

3 Hold

1 Sell

Moderate Buy

premium

▲ 60.37%

VGHAX

$82.86

+0.45%

77 Buy

9 Hold

0 Sell

Moderate Buy

premium

▲ 15.15%

CVX

$184.91

-1.13%

16 Buy

5 Hold

0 Sell

Strong Buy

premium

▲ 67.67%

BRK.B

$474.09

-0.72%

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

▲ 117.32%

ARCC

$18.97

+1.83%

5 Buy

1 Hold

0 Sell

Strong Buy

premium

▲ 14.02%

AVGO

$396.72

+4.19%

27 Buy

4 Hold

0 Sell

Strong Buy

premium

▲ 1,006.3%

$338.91

-1.11%

17 Buy

3 Hold

0 Sell

Strong Buy

premium

▲ 25.97%

LMT

$611.10

-0.08%

3 Buy

12 Hold

0 Sell

Hold

premium

▲ 70.89%

LOW

$243.99

-1.79%

14 Buy

7 Hold

0 Sell

Moderate Buy

premium

▲ 17.17%

BTI

$56.68

-1.44%

―

premium

▲ 40.44%

MRK

$117.90

-1.72%

13 Buy

7 Hold

0 Sell

Moderate Buy

premium

▲ 32.76%

AMGN

$348.22

-0.78%

12 Buy

10 Hold

1 Sell

Moderate Buy

premium

▲ 63.72%

EOG

$132.39

-0.9%

8 Buy

13 Hold

0 Sell

Moderate Buy

premium

▲ 32.39%

ORI

$41.23

-0.34%

0 Buy

1 Hold

0 Sell

Hold

premium

▲ 70.3%

ADP

$196.92

+0.94%

3 Buy

7 Hold

3 Sell

Hold

premium

▼ 12.4%

PRU

$99.42

+0.67%

0 Buy

11 Hold

2 Sell

Hold

premium

▲ 0.55%

OBDC

$11.63

+2.56%

4 Buy

1 Hold

0 Sell

Strong Buy

premium

▼ 14.67%

$191.62

+4.52%

4 Buy

7 Hold

0 Sell

Moderate Buy

premium

▲ 120.4%

ASGI

$24.12

+0.04%

―

premium

▲ 31.37%

APH

$146.98

-1.17%

9 Buy

1 Hold

0 Sell

Strong Buy

premium

▲ 115.89%

CAT

$770.17

-3.03%

11 Buy

5 Hold

1 Sell

Moderate Buy

premium

▲ 127.53%

CMI

$601.46

-2.29%

6 Buy

6 Hold

0 Sell

Moderate Buy

premium

▲ 65.24%

$338.88

-0.29%

6 Buy

8 Hold

0 Sell

Moderate Buy

premium

▲ 57.79%

MAIN

$57.83

+2.55%

2 Buy

1 Hold

0 Sell

Moderate Buy

premium

▲ 34.83%

MSFT

$411.22

+4.61%

35 Buy

3 Hold

0 Sell

Strong Buy

premium

▲ 2.81%

NEE

$91.24

-0.08%

11 Buy

4 Hold

0 Sell

Moderate Buy

premium

▲ 33.82%

SNA

$368.01

-2.61%

3 Buy

1 Hold

1 Sell

Moderate Buy

premium

▲ 2.94%